MGMT 675
AI-Assisted Financial Analysis

Types of Plots
- Distributions
- Histograms, density plots, box plots, pie charts
- Bivariate
- Bar plots, line plots, scatter plots (with regression lines and with transparency), hexbin plots
- 3D
Distribution of market caps
- Upload the metrics and tickers datasets and ask Julius to merge them on ticker.
- Ask Julius to create a histogram, a density plot, a filled density plot, and a boxplot of marketcap.
- Ask Julius to use seaborn to create boxplots of marketcap by sector.
- Ask Julius to save the plots as jpegs and provide links.
Pie charts and bar charts
- Ask Julius to create a pie chart of the number of firms by sector.
- Ask Julius to create a bar chart of total marketcap by sector.
Hover data
- Ask Julius to use plotly to create a boxplot of marketcap by sector in the merged dataset and to include the ticker in the hover data.
- Ask Julius to save as html.
Filled density plot
- Ask Julius to download crude oil prices from FRED, compute percent changes, and create a filled density plot of the percent changes.
Scatter and Hexbin Plots
- Ask Julius to download the daily Fama-French factors from Ken French’s data library.
- Ask Julius to use seaborn to create a regplot with Mkt-RF on the x axis and SMB on the y axis.
- Ask Julius to set the transparency parameter alpha to 0.1.
- Ask Julius to create a hexbin plot of SMB and Mkt-RF.
Animations
- Ask Julius to get the histories of the 3-month, 1-year, 5-year, and 10-year Treasury yields from FRED.
- Ask Julius to use plotly to create an animation showing all of the yields as functions of maturity using the date as the animation frame.
3D
- Ask Julius to create a filled contour plot of the function \(z=(4x + y)^2\) for \(x\) and \(y\) between \(-2\) and \(2\).
- Ask Julius to create a 3D plot of the same function on the same range.